Filed July 16, 2021
Total covered: 6 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,856 | $111,535+102.5% | $105,223+114.6% | $137,256+64.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.53% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $16,811 | $3,939+326.7% | $3,689+355.8% | $4,156+304.5% |
| Participant deferral / active EE | $10,941 | $5,500+98.9% | $5,072+115.7% | $6,407+70.8% |
| Admin fee / account holder | $5,743 | $9,721-40.9% | $8,859-35.2% | $12,270-53.2% |